KFS

Kelly Financial Services Portfolio holdings

AUM $386M
1-Year Est. Return 13.83%
This Quarter Est. Return
1 Year Est. Return
+13.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
-$2.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$60.2K
2
+$53.9K
3
+$48.3K
4
INMB icon
INmune Bio
INMB
+$38.8K
5
DTM icon
DT Midstream
DTM
+$27.4K

Top Sells

1
+$7.27B
2
+$4.71B
3
+$2.01B
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.82B
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.45B

Sector Composition

1 Technology 2.92%
2 Materials 2.24%
3 Healthcare 1.73%
4 Financials 1.46%
5 Industrials 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$16.3K 0.01%
+320
277
$16.1K 0.01%
292
-21,528
278
$16K 0.01%
140
-16,187
279
$15.9K 0.01%
54
-15,951
280
$15.9K 0.01%
+159
281
$15.7K 0.01%
400
-14,572
282
$15.6K 0.01%
401
-18,171
283
$15.3K 0.01%
210
-15,125
284
$14.8K 0.01%
200
-13,144
285
$14.6K 0.01%
373
-14,403
286
$14.5K 0.01%
122
-14,259
287
$14.5K 0.01%
100
-14,358
288
$14.3K 0.01%
65
-14,884
289
$13.9K 0.01%
160
-19,683
290
$13.7K 0.01%
200
-13,040
291
$13.5K 0.01%
172
-12,432
292
$13.5K 0.01%
268
-14,512
293
$13.4K 0.01%
678
-12,698
294
$13.4K 0.01%
33
-12,011
295
$13.2K 0.01%
240
-12,826
296
$13.1K 0.01%
420
-51,032
297
$13.1K 0.01%
184
-15,452
298
$13.1K 0.01%
72
-14,445
299
$13K 0.01%
210
-12,383
300
$13K 0.01%
360
-62,742
10 11
12
13 14